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Gifts of appreciated securities that have been held for more than one year are a popular and financially savvy way to support The University of Texas System and the UT Institutions. Making a gift to UT of publicly-traded stock, bonds, or mutual funds offers you the chance to support our work while reducing or eliminating federal capital gains tax. In addition, you are entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
For questions or to make a gift of appreciated securities, please contact Jean Bennett, Associate Director of Endowment Compliance and Development Operations, at 512-579-5142, or Karoline Felts, Associate Director for Estate and Trust Administration, at 512-579-5080.
Closely Held Business Interests
Giving closely held or private stock, as well as interests in limited partnerships, can provide you with a unique opportunity to make a difference at UT, while maximizing the tax benefits at key moments in the company’s life cycle. Our office works closely with the UT System Office of General Counsel to receive and to accept closely held business interests on behalf of UT System and all of the UT Institutions. For questions related to gifts of private stock and limited partnerships, please contact Jean Bennett, Associate Director of Endowment Compliance and Development Operations, at 512-579-5142.
Gifts of intellectual property include ownership or royalty interests in inventions, artistic and literary works, symbols, names, images, patents, trademarks and copyrights. If you have questions, please contact Jean Bennett, Associate Director of Endowment Compliance and Development Operations, at 512-579-5142.
Naming the UT System (or the System on behalf of a UT institution) as the owner of a life insurance policy is an excellent way to provide philanthropic support for the UT causes you care about, while potentially obtaining significant tax benefits. You can also make the UT System or a UT institution the beneficiary of a life insurance policy, creating a legacy gift that will provide benefit to students, faculty, or programs for years to come. For questions related to gifts of life insurance, please contact Karoline Felts, Associate Director for Estate and Trust Administration at 512-579-5080.
Oil and Gas
Thanks to the outstanding capabilities of the UT System University Lands Office, which handles all mineral interests on behalf of the UT System and the UT institutions, we are uniquely situated to accept and steward gifts of mineral interests. These gifts can include gas and oil, whether joined to or severed from the surface interest and the associated rights, as well as overriding royalty interests. For questions related to gifts of minerals, please contact University Lands at 432-684-4404.
Giving real property to the UT System can provide a donor with significant tax benefits, including avoiding capital gain on the sale of the property as well as obtaining a federal income tax charitable deduction. In addition, by deeding ownership of a property to the UT System, a donor can avoid having to go through the sale of the property themselves. The UT System Office of Real Estate accepts gifts of personal residences, commercial buildings, and parcels of undeveloped land. The UT System Real Estate Office, in coordination with Gift Planning Services, reviews all inquiries related to proposed real estate gifts. For questions related to real estate gifts, please contact Geoff Richards, Assistant Director of Real Estate at 512-499-4336.